The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 14,375,652 | 221,948 | SH | SOLE | 221,948 | 0 | 0 | |||
| ANALOG DEVICES INC | COM | 032654105 | 3,988,404 | 24,316 | SH | SOLE | 24,316 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 16,761,198 | 172,122 | SH | SOLE | 172,122 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 11,499,366 | 5,706 | SH | SOLE | 5,706 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 40,512,531 | 72,456 | SH | SOLE | 72,456 | 0 | 0 | |||
| BROADWIND INC | COM NEW | 11161T207 | 61,791 | 34,520 | SH | SOLE | 34,520 | 0 | 0 | |||
| CIENA CORP | COM NEW | 171779309 | 15,199,981 | 298,165 | SH | SOLE | 298,165 | 0 | 0 | |||
| CLEARWAY ENERGY INC | CL C | 18539C204 | 280,137 | 8,790 | SH | SOLE | 8,790 | 0 | 0 | |||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 2,468,155 | 185,406 | SH | SOLE | 185,406 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 8,454,939 | 115,029 | SH | SOLE | 115,029 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 5,083,281 | 98,707 | SH | SOLE | 98,707 | 0 | 0 | |||
| ERICSSON | ADR B SEK 10 | 294821608 | 7,300,743 | 1,250,185 | SH | SOLE | 1,250,185 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 2,887,159 | 32,958 | SH | SOLE | 32,958 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 9,738,746 | 883,732 | SH | SOLE | 883,732 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 34,582,060 | 287,367 | SH | SOLE | 287,367 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 17,682,992 | 59,968 | SH | SOLE | 59,968 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 23,126,936 | 338,460 | SH | SOLE | 338,460 | 0 | 0 | |||
| RAPID7 INC | COM | 753422104 | 3,723,733 | 109,584 | SH | SOLE | 109,584 | 0 | 0 | |||
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 136,994 | 24,908 | SH | SOLE | 24,908 | 0 | 0 | |||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 334,446 | 18,570 | SH | SOLE | 18,570 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,466,381 | 81,305 | SH | SOLE | 81,305 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,550,555 | 264,864 | SH | SOLE | 264,864 | 0 | 0 | |||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 14,747,034 | 374,299 | SH | SOLE | 374,299 | 0 | 0 | |||